SALE TOOLS
Yes. The data captured during the course of KYC is reflected in the client profile in your agent system under "Client" > "Summary". ...
Tue, 12 Feb, 2019 at 4:08 PM
You can copy and paste the link of the KYC URL onto your social media, websites and other marketing materials to acquire passive leads or you can paste the...
Tue, 12 Feb, 2019 at 4:09 PM
The quiz is an effective lead generation tool use to capture prospects during street canvassing or roadshows by your pullers. You can also copy and paste th...
Tue, 12 Feb, 2019 at 4:12 PM
No the quiz is only compatible on the mobile phone (IOS and android)
Tue, 12 Feb, 2019 at 4:12 PM
Less than 5 minutes.
Tue, 12 Feb, 2019 at 4:13 PM
KYC is a full fledge know your customer and financial needs analysis. Quiz is a succinct version to acquire a lead comprising of only their personal informa...
Tue, 12 Feb, 2019 at 4:14 PM
KYC is a full fledge know your customer and financial needs analysis. Quiz is a succint version to acquire a lead comprising of only their personal informat...
Tue, 12 Feb, 2019 at 4:14 PM
The prospect will receive a Thank You email with the name of the agent who performed the quiz, as well as an invitation to download the my-insurer app. In t...
Tue, 12 Feb, 2019 at 4:16 PM
You will receive a notification on the agent platform and/or via your email; depending on your profile settings.
Tue, 12 Feb, 2019 at 4:16 PM
Personal information such as Name/Mobile/Email/Gender.
Tue, 12 Feb, 2019 at 4:17 PM